I try to provide tangible, reliable techniques to help wealthy families, business owners, and independent investors who are dealing with increasing financial responsibilities achieve financial security.
After a lengthy career as an equity trader, I joined Edward Jones in 2014 as a financial advisor. Before to that, I worked as a financial advisor at Morgan Stanley. I became a financial advisor for a variety of reasons, not the least of which is to use my skills and love of investing. I wanted to be in a position where close relationships and a personal touch matter.
I received my Bachelor of Science in business administration from the Marshall School of Business at the University of Southern California. I was born and raised in Southern California and have been a resident of Burlingame/San Mateo since 1994. I see the benefits of giving back to the community and am involved in a number of Peninsula Family Service and Rotary Club of San Mateo local groups. I now hold positions on the boards of trustees for the Hillsborough Beautification Fund and the San Mateo Library Foundation. I like spending time with my husband, two grown boys, extended family, and friends when I’m not working with clients or volunteering. I also enjoy going on good hikes, playing pickleball or tennis, and trying out new recipes.